Drive effective credit management at Raymond James Ltd. as a Credit Officer on a 12-month contract. Utilize your experience in the securities industry to monitor retail credit usage effectively. In this vital role, you will be integral to the Credit team's success.

Your responsibilities include monitoring accounts, authorizing transactions, and reviewing client portfolios for risk issues. Collaborate with various departments to ensure compliance and provide insights for capital reporting. Key Responsibilities:
Monitor debits in Margin, Cash, and RRSP accounts
Authorize EFT, wire transfers, and cheque requests
Review portfolios for margin/credit issues
Approve account transfers and stock withdrawals
Respond to credit-related inquiries from other departments Requirements:
Minimum 3 years in the Canadian securities industry
Post-secondary education in Business, Finance, or Economics
Experience with Dataphile or similar applications
Knowledge of margin account maintenance and portfolio reviews
French proficiency is a solid asset Harness your financial expertise to support Raymond James's credit operations in Vancouver.

📌 Credit Officer Contract At Raymond James Vancouver
🏢 Raymond James
📍 Vancouver